With guided advice from Canada’s best wealthtech tool*
Money is the biggest source of stress for most Canadians. More than work, relationships, or personal health.1 That’s why we’ve invested in a financial planning tool—My Plan—to help you lower financial stress and make your money do more.
My Plan, powered by Conquest, can help you plan for the following financial goals:
- Cash flow and debt (this is what we talk about when we talk about budgets)
- Retirement (we swear we once met a retired lawyer)
- Education (yours or your child’s)
- Cash reserve (the proverbial rainy-day fund)
- Major expense (for most of us, our biggest financial goal is a down payment on a home)
- Legacy (your work has purpose, and so does your money)
Your not-for-profit partner
We’re proud to offer pro bono financial planning services to every member of Canada’s legal community. This is your plan, but you’re not alone. Connect with a wealth specialist to learn about investments, an insurance advisor to learn about cost-effective insurance, or a certified financial planner if you have any questions about your overall plan.
*Lawyers Financial is proud to partner with Conquest Planning, winner of the 2025 Wealth Professional award as Wealthtech Service Provider of the Year.
1. Source: FP Canada, “2025 Financial Stress Index.” 42% of Canadians name money as their number one source of stress. That’s more than twice as many as those who name work as their primary stressor (17%). Most Canadians aren’t lawyers—and it’s no secret that stress comes with the job. We can’t reduce all your stress, not by a long shot, but a well-made financial plan can help.
